so bond yields 3.25, 3.30. >> michelle, this u-6 number is an improvement. what do you make of that and what do you make of the confidence number. we just got? >> i have to be honest. the household survey data are awful suspicious at the moment just given the volatility associated with the government shutdown. i do think the message is similar to what we've seen. you're getting continual declines in the unemployment rate. anyway, you're absolutely right. we've recouped all the losses because of the government shutdown. that's great news in the middle of the holiday shopping season. >> andrew, you're not a stocks guy, you're an economist. let me ask you, jim imof can. probably wouldn'tinfchbl u.s. consumer and small cap consumers have been very well. >> do you find thome eat the moment? >> specific areas would be technical calling. >> would you be bringing some of can can can we're here talking about the fed is going to do it. ecb is probably uneased longer than the fed at this point. >> guys, we'll leave it there. thapg you very much. hp f. -- let bring in s